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Finance Research Guide
- Find Articles and Journals
- Find Disserations and Books
- Dictionaries, Directories, Encyclopedias and Guides
- Finance Meta-Sites
- Money and Banking
- Investment Management and Analysis
- Corporate Finance
- Personal Financial Planning/Estate Planning
- Asian/International Finance
- Hawaii Business and Finance
- Real Estate
- Insurance
- Associations/Organizations
- Other Topics
- Hawaii State Public Library System Resources
International Financial Statistics Online
Licensed for UHM use only
Historical financial and economic data for IMF member countries. Time series data from 1948. Includes data on exchange rates, international liquidity, international banking, interest rates, prices, production, international transactions, government accounts, and national accounts.
Mergent Online (U.S. and international company data)
Licensed for UHM use only
Fully searchable database of approximately 15,000 NYSE, AMEX and NASDAQ companies and 20,000 non-U.S. based corporations (representing 95% of the non-U.S. global market capitalization). Provides real-time access to EDGAR® filings, dating back to 1993 and updated daily. Coverage includes: history, business, property, subsidiaries, officers, directors, long-term debt, bond ratings, capital stock, income statement, balance sheet, statements of cash flow, exchange and ticker symbol, address, telephone number, annual stock price ranges, trustees, registrar, transfer agent, stock splits, dividend payment history, up-to-the-minute news items on U.S. public companies, Wall Street consensus earnings estimates and more.
Morningstar Investment Research Center
Licensed for UHM use only
Morningstar Investment Center gives faculty, staff, and students access to daily updates on more than 30,000 mutual funds, stocks, closed end funds and exchange traded funds. It also includes Morningstar fund and stock screeners, all 3,500 fund and stock Analyst Reports, Portfolio X-Ray and 150 investment classes.
Standard & Poor's NetAdvantage
Licensed for UHM use only
Comprehensive source of business and investment information. Includes Standard & Poor's Industry Surveys, Stock Reports, Bond Reports, Corporation Records, The Register of Corporations, Directors and Executives, The Outlook, Mutual Fund Reports, Compustat Excel Analytics, and more. Extensive financials and analysis on more than 10,000 public companies. Basic data for 85,000 private companies.
Business, Humanities and Social Sciences Reference Desk
Library Hours
Telephone: 808-956-7214
General E-mail Reference: emailref@hawaii.edu
Collection Development Librarian for Finance
David Flynn / 808-956-2621 / david.flynn@hawaii.edu
Hamilton Library
2550 McCarthy Mall
Honolulu, HI 96822
Find Articles and Journals
ABI/INFORM Global
Licensed for UHM use only
The premier business and management database providing extensive coverage of North America and the world. Search nearly 1,800 worldwide business periodicals for in-depth coverage of business and economic conditions, management techniques, theory, and practice of business, advertising, marketing, economics, human resources, finance, taxation, computers, and more. Expanded international coverage. Fast access to information on 60,000 + companies with business and executive profiles. Now includes The Wall Street Journal.
Business Source Premier
Licensed for UHM use only
Full text for more than 2,300 serials, including full text for more than 1,100 peer-reviewed business publications. Additional full text, non-journal content includes market research reports, industry reports, country reports, company profiles and SWOT analyses.
Emerald Fulltext
Licensed for UHM use only
Emerald Fulltext covers the major management disciplines including, marketing, HR and organizational development, library & information management, quality and operations management. Coverage also includes accounting, education, science & technology, healthcare, and communications. Contains the full text of journal articles published from 1994 to date, in both HTML and PDF format. Abstracts are also provided for articles back to 1989.
LexisNexis Academic
Licensed for UHM use only
Provides full-text documents from over 5,600 news, business, legal, medical, and reference publications with a variety of flexible search options.
ProQuest Asian Business and Reference
Licensed for UHM use only
Find the latest business and financial news from the Eastern Hemisphere. Covers Asian business and financial information from key international publications including Far Eastern Economic Review, Asiaweek, and many more.
Science Direct
Licensed for UHM use only
Economics, Econometrics and Finance module available.
SpringerLink
Licensed for UHM use only
Access the complete contents of more than 650 Springer (formerly Kluwer) journals in subjects including business administration, economics, operations research/management science, technology, and law.
The UHM Library subscribes to many journals in both paper and electronic formats. Use a database or index to locate articles. To find a specific journal title in electronic format, search the library's list of electronic journals. Use Hawaii Voyager to find paper (and some electronic) formats for specific journal titles. If you do not find the journal you are looking for, please ask for further assistance at a reference desk.
Find Dissertations and Books
Hawaii Voyager Library Catalog
Use the online catalog to find books, journals, dissertations, videos, more.
Dissertations and Theses
Licensed for UHM use only
Dissertations & Theses (PQD&T) includes bibliographic citations for the doctoral and master's work of authors from more than 1,000 graduate schools and universities dating back to 1861. More than 750,000 dissertations and theses from 1997 on have been digitized and are available for PDF download.
New Books at UHM Library
Interface for identifying new books. Can be limited by keyword and date range.
Dictionaries, Directories, Encyclopedias and Guides
How to Read and Understand the Financial News
Hamilton Main Reference PN4888 .C59 W37
Mergent Manuals (formerly known as Moody's)
- Bank & Finance Manual
Hamilton Main Reference HG61 .M776 - Industrial Manual
Hamilton Main Reference HG4961 .M776 - Municipal & Government Manual
Hamilton Main Reference HG4931 .M776 - OTC Industrial Manual
Hamilton Main Reference HG4961 .M777 - Public Utilities Manual
Hamilton Main Reference HG4961 .M7761 - Transportation Manual
Hamilton Main Reference HG4971 .M74
Mergent Online (U.S. and international company data)
Licensed for UHM use only
Fully searchable database of approximately 15,000 NYSE, AMEX and NASDAQ companies and 20,000 non-U.S. based corporations (representing 95% of the non-U.S. global market capitalization). Provides real-time access to EDGAR® filings, dating back to 1993 and updated daily. Coverage includes: history, business, property, subsidiaries, officers, directors, long-term debt, bond ratings, capital stock, income statement, balance sheet, statements of cash flow, exchange and ticker symbol, address, telephone number, annual stock price ranges, trustees, registrar, transfer agent, stock splits, dividend payment history, up-to-the-minute news items on U.S. public companies, Wall Street consensus earnings estimates and more.
Morningstar Investment Research Center
Licensed for UHM use only
Morningstar Investment Center gives faculty, staff, and students access to daily updates on more than 30,000 mutual funds, stocks, closed end funds and exchange traded funds. It also includes Morningstar fund and stock screeners, all 3,500 fund and stock Analyst Reports, Portfolio X-Ray and 150 investment classes.
New Palgrave Dictionary of Money & Finance (3 vol.)
Hamilton Main Reference HG151 .N48
Standard & Poor's Corporation Records (7 vol.)
Hamilton Main Reference HG4501 .S7663
Standard & Poor's NetAdvantage
Licensed for UHM use only
Comprehensive source of business and investment information. Includes Standard & Poor's Industry Surveys, Stock Reports, Bond Reports, Corporation Records, The Register of Corporations, Directors and Executives, The Outlook, Mutual Fund Reports, Compustat Excel Analytics, and more. Extensive financials and analysis on more than 10,000 public companies. Basic data for 85,000 private companies.
Standard & Poor's Register (3 vol.)
Hamilton Main Reference HG4057 .A4
Using the Wall Street Journal
Hamilton Main Reference HB3743 .L44
Wall Street Words
Hamilton Main Reference HG4513 .S37
Who's Who in Finance and Industry
Hamilton Main Reference HF3023 .W893
Finance Meta-Sites
OSU Virtual Finance Library
From Ohio State University's Department of Finance.
Money and Banking
Bank for International Settlements
"International forum for coordinating monetary policy, fostering cooperation of central banks and promoting financial research."
Board of Governors of the Federal Reserve System
A wealth of information, including press releases, testimony, research, data.
Division of Financial Institutions, State of Hawaii
Provides list of state regulated financial institutions, reports, press releases and rulings.
FDIC Federal Deposit Insurance Corporation
Includes statistical, analytical, and historical data on banks and the banking industry.
Financial Markets Center
The Financial Markets Center is an independent, nonprofit institute that provides research and education resources to grassroots groups, unions, policymakers and journalists interested in the Federal Reserve System and financial markets. Through its work, the Center seeks to promote democratic values, accountable public institutions and improved living standards for ordinary citizens.
Links to Central Banks
via Bank for International Settlements
NIC National Information Center
From the Board of Governors of the Federal Reserve System. Includes performance reports, rankings, and much more.
Investment Management and Analysis
Major U.S. exchanges and securities networks:
BigCharts
Access to interactive charts, quotes, industry analysis and intraday stock screeners, as well as market news and commentary. Over 50,000 symbols. Data from FT's Interactive Data and S&P's ComStock.
CRB Commodity Yearbook
Narrative overview and data covering over 100 commodities, interest notes, stock indexes, currencies and futures markets.
Hamilton Main Reference HF1041 .C737
Mergent Online (U.S. and international company data)
Licensed for UHM use only
Fully searchable database of approximately 15,000 NYSE, AMEX and NASDAQ companies and 20,000 non-U.S. based corporations (representing 95% of the non-U.S. global market capitalization). Provides real-time access to EDGAR® filings, dating back to 1993 and updated daily. Coverage includes: history, business, property, subsidiaries, officers, directors, long-term debt, bond ratings, capital stock, income statement, balance sheet, statements of cash flow, exchange and ticker symbol, address, telephone number, annual stock price ranges, trustees, registrar, transfer agent, stock splits, dividend payment history, up-to-the-minute news items on U.S. public companies, Wall Street consensus earnings estimates and more.
Morningstar Investment Research Center
Licensed for UHM use only
Morningstar Investment Center gives faculty, staff, and students access to daily updates on more than 30,000 mutual funds, stocks, closed end funds and exchange traded funds. It also includes Morningstar fund and stock screeners, all 3,500 fund and stock Analyst Reports, Portfolio X-Ray and 150 investment classes.
Silicon Investor
Stocks, Commodities, Indices, Foreign Exchange & Discussion Boards.
Standard & Poor's NetAdvantage
Licensed for UHM use only
Comprehensive source of business and investment information. Includes Standard & Poor's Industry Surveys, Stock Reports, Bond Reports, Corporation Records, The Register of Corporations, Directors and Executives, The Outlook, Mutual Fund Reports, Compustat Excel Analytics, and more. Extensive financials and analysis on more than 10,000 public companies. Basic data for 85,000 private companies.
Stock and Commodity Exchanges
International list of exchanges maintained by Rutgers University Libraries.
Stock Research Center, Yahoo
Includes stock screeners, historical quotes, analyst research, and more.
Corporate Finance
Bloomberg.com
Free version includes news, market data, stock information and investment tools.
Industry Ratio Books (current three years in Reference Collection)
- Annual Statement Studies (Robert Morris Associates)
Hamilton Main Reference HF5681 .B2 R6 - Almanac of Business and Industrial Financial Ratios (Troy)
Hamilton Main Reference HF5681 .R25 T68 - Industry Norms and Key Business Ratios (Dun & Bradstreet)
Hamilton Main Reference HF5343 .I64 - Financial Studies of the Small Business
Hamilton Main Reference HD2346 .U5 F55a
Edgar
Free site for SEC electronic corporate filings.
Mergent Online (U.S. and international company data)
Licensed for UHM use only
Fully searchable database of approximately 15,000 NYSE, AMEX and NASDAQ companies and 20,000 non-U.S. based corporations (representing 95% of the non-U.S. global market capitalization). Provides real-time access to EDGAR® filings, dating back to 1993 and updated daily. Coverage includes: history, business, property, subsidiaries, officers, directors, long-term debt, bond ratings, capital stock, income statement, balance sheet, statements of cash flow, exchange and ticker symbol, address, telephone number, annual stock price ranges, trustees, registrar, transfer agent, stock splits, dividend payment history, up-to-the-minute news items on U.S. public companies, Wall Street consensus earnings estimates and more.
Morningstar Investment Research Center
Licensed for UHM use only
Morningstar Investment Center gives faculty, staff, and students access to daily updates on more than 30,000 mutual funds, stocks, closed end funds and exchange traded funds. It also includes Morningstar fund and stock screeners, all 3,500 fund and stock Analyst Reports, Portfolio X-Ray and 150 investment classes.
Standard & Poor's NetAdvantage
Licensed for UHM use only
Comprehensive source of business and investment information. Includes Standard & Poor's Industry Surveys, Stock Reports, Bond Reports, Corporation Records, The Register of Corporations, Directors and Executives, The Outlook, Mutual Fund Reports, Compustat Excel Analytics, and more. Extensive financials and analysis on more than 10,000 public companies. Basic data for 85,000 private companies.
Thomson ONE Banker - subscription canceled effective March 31, 2008.
For U.S. public company financials, filings, prices, see Mergent Online, Standard & Poor's NetAdvantage, Morningstar, LexisNexis Academic
For international company financials, see Mergent Online, LexisNexis Academic
For analysts' research, earnings estimates, and ratings, see Standard & Poor's NetAdvantage, Morningstar, LexisNexis Academic
Personal Financial Planning/Estate Planning
Morningstar Investment Research Center
Licensed for UHM use only
Morningstar Investment Center gives faculty, staff, and students access to daily updates on more than 30,000 mutual funds, stocks, closed end funds and exchange traded funds. It also includes Morningstar fund and stock screeners, all 3,500 fund and stock Analyst Reports, Portfolio X-Ray and 150 investment classes.
Silicon Investor
Stocks, Commodities, Indices, Foreign Exchange & Discussion Boards.
Value Line
Hamilton Main Reference HG4501 .V26 (Most current issues kept at the Reference Desk)
Stock Research Center, Yahoo
Includes stock screeners, historical quotes, analyst research, and more.
Asian/International Finance
Lexis-Nexis Academic > Business > SEC Filings > SEC Form 20-F
Licensed for UHM use only
20F Reports are filed with the Securities Exchange Commission by foreign companies that trade stock on U.S. exchanges.
Bank for International Settlements
"International forum for coordinating monetary policy, fostering cooperation of central banks and promoting financial research."
Bank of Japan
English version of the central bank's economic and financial data and trends.
Country Commercial Guides via STAT-USA
Licensed for UHM use only
STAT-USA > select Globus & NTDB > Country Commercial Guides
Economic and Social Commission for Asia and the Pacific (ESCAP)
See reports and publications of this UN agency.
EIU Online (see below for older issues and additional EIU resources)
Licensed for UHM use only
- Business Asia
Hamilton Main Reference HC411 .B77 - Business China
Hamilton Main Reference HF41 .B88 - Business Eastern Europe
Hamilton Main Reference HF10 .E37 - Business Europe
Hamilton Main Reference HF35 .B87 - Business Korea (kept in Asia Collection)
Asia HC 466 .B87 - Business Latin America
Hamilton Main Reference HC161 .B87 - Country Finance (4 vol.) (formerly Financing Foreign Operations)
Hamilton Main Reference HG4538 .B81 - Country Commerce (7 vol.) (formerly Investing, Licensing & Trading Conditions Abroad)
Hamilton Main Reference HC10 .B871 - Country Reports
(Periodical Room and Asia Collection Periodical Room)
Call numbers vary, check online catalog - 2003 Country by Country:
Forecasts of Political and Economic Trends in Over 190 Countries
Hamilton Main Reference HC14 .E26
FX History
Historical currency exchange rates provided by Oanda Corporation.
GlobalEDGE Resource Desk
(formerly "MSU-CIBER's International Business Resources Index")
International Business Resources on the WWW. This directory of reviewed sites is maintained at Michigan State University's Center for International Business Education and Research.
International Business Information: How to Find It, How to Use It
Hamilton Main Reference HF54.5 .P33
International Monetary Fund
"...international organization of 185 member countries. It was established to promote international monetary cooperation, exchange stability, and orderly exchange arrangements; to foster economic growth and high levels of employment; and to provide temporary financial assistance to countries to help ease balance of payments adjustment."
Links to Central Banks
via Bank for International Settlements.
Main Economic Indicators (OECD)
Hamilton Main Reference HC10 .O681
Mergent Online (U.S. and international company data)
Licensed for UHM use only
Fully searchable database of approximately 15,000 NYSE, AMEX and NASDAQ companies and 20,000 non-U.S. based corporations (representing 95% of the non-U.S. global market capitalization). Provides real-time access to EDGAR® filings, dating back to 1993 and updated daily. Coverage includes: history, business, property, subsidiaries, officers, directors, long-term debt, bond ratings, capital stock, income statement, balance sheet, statements of cash flow, exchange and ticker symbol, address, telephone number, annual stock price ranges, trustees, registrar, transfer agent, stock splits, dividend payment history, up-to-the-minute news items on U.S. public companies, Wall Street consensus earnings estimates and more.
Organisation for Economic Co-operation and Development OECD
"...one of the world's largest and most reliable sources of comparable statistics, and economic and social data. As well as collecting data, the OECD monitors trends, analyses and forecasts economic developments and researches social changes or evolving patterns in trade, environment, agriculture, technology, taxation and more."
ProQuest Asian Business and Reference
Licensed for UHM use only
Find the latest business and financial news from the Eastern Hemisphere. Covers Asian business and financial information from key international publications including Far Eastern Economic Review, Asiaweek, and many more.
UNData (replaces UN Common Database 2008)
Free web access
"...find official statistics produced by countries and compiled by United Nations data system, as well as estimates and projections. Includes National Accounts and Key Global Indicators.
World Bank
Working papers, abstracts, evaluations and datasets for on-going and completed World Bank research projects catalogued by topic and type of document available via World Bank Data and Research.
World Bank: Country Data
Includes Key Development Data and Statistics, country profiles, reference tables and links.
World Development Indicators
Available on CD-ROM in Government Documents Department, Sinclair Library.
Call number: IBRD W 891 D 49/2 [yr.] CD-ROM
Hawaii Business and Finance
DBEDT
Hawaii Department of Business, Economic Development & Tourism. Includes links to Economic Data & Reports, State of Hawaii Data Book and much more.
Division of Financial Institutions, State of Hawaii
Provides list of state regulated financial institutions, reports, press releases and rulings.
Economics Research Center
View and download Bank of Hawaii's publications on Hawaii's economy and also their reports on Pacific island economies.
Hawaii Commercial Real Estate-Market Information
Quarterly reports for office, hotel, retail and industrial sectors of the Hawaii commercial real estate market. Also profiles hotel real estate trends on Guam and the Marianas.
Hawaii Community Profiles
Compiled by the Hawai`i Business Research Library (HBRL) from data at the U.S. Census Bureau: 2000 Summary File 1 (Profile of General Demographic Characteristics) and 2000 Summary File 3 (Profiles of Social, Economic, and Housing Characteristics).
Hawaii Public Companies
Yahoo's chart shows recent stock price and offers links to profiles and current news.
Hawaii Real Estate Central
Current and historical Hawaii residential real estate news and data provided by the Honolulu Board of Realtors. Select " Housing Market Statistics" and "Market Press Releases."
Hawaii State Government
Official home page of state government has links to web sites of various state departments and agencies.
Honolulu Advertiser
Read the news online or search the online editions back to October 1999.
Honolulu Star-Bulletin
Read the news online or search the online editions back to August 1997.
Pacific Business News
Hawaii's weekly business paper offers the opportunity to view current issues and search their archives back to June 17, 1996.
University of Hawaii Economic Research Organization (UHERO)
Forum for interaction among scholars, public policy makers and business leaders on economic matters. Gives analysis and forecasts for the economy both on a state and global level.
Real Estate
Commercial Market Reports--CB Richard Ellis
Various reports available profiling commercial real estate market in major USA and global locations.
Encyclopedia of Real Estate Terms
Hamilton Main Reference HD1365 .A23 2000
Hawaii Real Estate Central
Current and historical Hawaii residential real estate news and data provided by the Honolulu Board of Realtors. Select " Housing Market Statistics" and "Market Press Releases."
Real Estate Web Links
Comprehensive authoratative list of sites maintained by NYU's Real Estate Institute librarians.
Insurance
Best's Insurance Reports, life-health
Hamilton Main Reference HG8941 .B482
Best's Insurance Reports, property-casual
Hamilton Main Reference HG9655 .B5
Insurance Information Institute
Includes latest studies, forcasts, financials, statistics, research and analysis, and more.
Associations/Organizations
CFA Institute (Chartered Finanacial Analyst)
Financial Management Association International
Financial Planning Association
Investment Company Institute
A primary source for statistical data on the investment company industry. ICI is the national association of U.S.
investment companies.
Other Topics
NBER Working Papers
Licensed for UHM use only
Economic working papers from the National Bureau of Economic Research.
Hawaii State Public Library System Resources
Access to several outstanding databases is available at your nearest public library or remotely with valid HSPLS card. Hawaii State Public Library System home page.
Business and related databases include:
- Business and Company Resource Center
- American Wholesalers and Distributors Directory
- Brands and Their Companies
- Business Rankings Annual, 2000 through Present
- Consultants and Consulting Organizations Directory
- Encyclopedia of American Industries
- Encyclopedia of Associations: National Organizations of the U.S.
- Encyclopedia of Associations: Regional, State, and Local Organizations
- Encyclopedia of Associations: International Organizations
- Encyclopedia of Emerging Industries
- Encyclopedia of Global Industries
- Graham and Whiteside Major Company Series
- International Directory of Company Histories
- Market Share Reporter
- Notable Corporate Chronologies
- Publishers Directory
- Telecommunications Directory
- Ward's Business Directory of U.S. Private and Public Companies
- Ward's Business Directory of Private and Public Companies in Canada and Mexico
- World Market Share Reporter
- ReferenceUSA International
- TableBase (via RDS Business Reference Suite)
- Gale Virtual Reference Library
- Business Plans Handbook, v1-11
- Encyclopedia of American Industries
- International Directory of Business Biographies
- and many more
Public Library card information
Last modified: June 17, 2008 (David Flynn david.flynn@hawaii.edu)